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Octagon Wealth Management
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Independent, Impartial financial advice you can trust. 
Independent, Impartial financial advice you can trust. 

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Rick was extremely sensitive to my needs, he listened intently to the needs I had and provided me with confidence that my pension fund could deliver a guaranteed income for the rest of my life. Octagons service standards were exemplary and they showed great care throughout their process to ensure I was updated at every stage. Thanks so much to Rick and the team!

Mrs Heyes
Southport
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It was a great pleasure to talk to someone who not only knows what they’re doing, but also knows how to make it understandable to someone else. You’re a very rare species these days! You will be recommended

Mr & Mrs Stanley 
Shropshire
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Having been a business owner for many years, I had been introduced to professionals in the finance sector previously. Jon made a huge difference to the retirement and tax planning of the Directors of our business. He presents complex technical strategies in a very simple way and has become a valued adviser for both personal and professional planning needs. I have no hesitation in recommending his services for personal or professional financial planning. Octagons fees have always been fair, clear and value for money.

Mr Berry
Neston
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Independent, Impartial financial advice you can trust.  
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